AFI
Insellerate
Insellerate is a mortgage platform. Advanced Form Integration sends form submissions to Insellerate, so every form entry on your WordPress site can create or update records automatically without manual data entry.
What you’ll need
- An active Insellerate account.
- An API key from Insellerate (see below).
- The Advanced Form Integration plugin installed and activated.
Get your Insellerate API key
Insellerate authenticates with an API key.
- Sign in to your Insellerate account.
- Navigate to the API or integrations section in your account settings.
- Generate or copy your API Key.
- In WordPress, go to AFI → Settings → Insellerate, click Add New Account, and paste the key.
Connect Insellerate to AFI
- In WordPress, go to AFI → Settings and open the Insellerate tab.
- Click Add New Account and paste the API key or token.
- Give the account a name you will recognise.
- Click Save.
Create the integration
- Go to AFI → Add New.
- Give the integration a name, for example
Form to Insellerate. - Under Trigger, pick the form plugin and the specific form you want to listen on.
- Under Action → Platform, select Insellerate.
- In Task, choose Create Lead.
- Pick the saved account in the Insellerate Account dropdown.
- Map your form fields onto the Insellerate fields listed below.
- Optional: open Conditional Logic to limit which submissions are sent.
- Click Save Integration.
Tasks supported
Create Lead
Creates a new lead from the form submission. The lead appears in your pipeline immediately.
| Field | Field key | Required | Notes |
|---|---|---|---|
| First Name | authToken |
No | e.g. Purchase |
| Loan Type | Loan1_Type_Proposed |
No | e.g. Conventional |
| Home Value | Home_Value |
No | |
| Credit Score | Credit_Score |
No | |
| Reference ID | Ref_Id |
No | |
| Notes | Notes |
No |
Pro features
The Pro integration extends the free base with additional field mapping, custom field support, and other enhancements. Pro uses the same connection and tasks as the free version, so your existing integrations keep working.
| Feature | Free | Pro |
|---|---|---|
| Standard tasks | ✅ | ✅ |
| Standard field mapping | ✅ | ✅ |
| Custom field mapping | Limited | ✅ |
| Additional task variants | Limited | ✅ |
Conditional logic example
Only send data to Insellerate when the form’s email field is not empty, so test submissions or incomplete entries do not create records. Add a condition: Email is not empty.
Troubleshooting
Nothing arrives in Insellerate
Open AFI → Log and find the most recent entry for this integration. AFI stores the request it sent and the raw response it got back. If there is no log entry at all, the trigger never fired: re-check the form selection and submit a real test entry from the front end.
API key rejected
Copy the key directly from Insellerate with no leading or trailing spaces. If the key was revoked or regenerated, update it in AFI → Settings → Insellerate.